Wealth Advisor
adavis@merceradvisors.com
Alan joined Mercer Advisors in April 2021 as an Associate Wealth Advisor. He previously worked as an Associate Advisor for Epstein and White and Mission Federal and SchoolsFirst Federal Credit Unions.
Alan has a passion for providing excellent service and prides himself on making sure his client’s financial planning needs are all taken care of. He is originally from Orange County and graduated from Cal State Fullerton in 2000 with a Bachelor of Arts inApplied Mathematics.
He currently lives in San Marcos with his wife Kari and his two youngest children, Jake and Elle. Alan enjoys spending as much time as possible with his family and in his spare time enjoys watching sports.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.